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BKPIX vs OEPIX
BKPIX vs OEPIX Comparison Chart
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BKPIX vs. OEPIX commentary
Dec 23, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BKPIX is a Hold and OEPIX is a Hold.
FUNDAMENTALS
Fundamentals
BKPIX has more cash in the bank: 33.7M vs. OEPIX (10.4M). BKPIX pays higher dividends than OEPIX: BKPIX (1.59) vs OEPIX (0.00). BKPIX was incepted earlier than OEPIX: BKPIX (23 years) vs OEPIX (19 years). OEPIX is a more actively managed with annual turnover of: 255.00 vs. BKPIX (150.00). BKPIX (15000) and OEPIX (15000) have matching initial minimum investment requirements. BKPIX annual gain was more profitable for investors over the last year : 29.84 vs. OEPIX (-22.66). BKPIX return over 5 years is better than : 4.50 vs. OEPIX (-45.13).
| BKPIX | OEPIX | BKPIX / OEPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 28.836 | -21.367 | -135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.7M | 10.4M | 324% |
| Annual Yield % from dividends | 1.59 | 0.00 | - |
| Returns for 1 year | 29.84 | -22.66 | -132% |
| Returns for 3 years | 0.16 | 42.02 | 0% |
| Returns for 5 years | 4.50 | -45.13 | -10% |
| Returns for 10 years | 94.09 | -87.45 | -108% |
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